Seana Read

Executive Assistant at Cross Coastal Advisors - Boston, MA, US

Seana Read's Colleagues at Cross Coastal Advisors
Robert Bourque

Partner, Head of Business Development

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Kerri Casey

Executive Assistant/Director of Client Services and Marketing

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HQ
Location
Greater Boston
Company
Cross Coastal Advisors
Seana Read's Company Details
Cross Coastal Advisors logo, Cross Coastal Advisors contact details

Cross Coastal Advisors

Boston, MA, US • 20 - 49 Employees
Financial Services

Welcome to Cross Coastal AdvisorsHow well are you managing your finances?People who are materially successful are not necessarily free from the challenges and worries of personal financial management. While many of these individuals may have the skills, rarely do they have the time or the specialized knowledge as it relates to their personal financial planning.Our practice has allowed us to develop deep insights into people and their approach to personal finances. One of the most salient is that, for a variety of reasons, some of the most successful people are those who need the most guidance.This observation alone drives our work. Our clients are talented individuals who recognize their strengths – as well as their limitations. They look to us for guidance with their personal and business financial planning, so that they can have the freedom to focus their energies wherever else they wish.We look forward to having the opportunity to do the same for you.http://www.crosscoastaladvisors.com/licensing

Financial Planning Business Succession Planning Estate Strategies Wealth Transfer Financial Planning Business Succession Planning Estate Strategies Wealth Transfer Financial Planning Business Succession Planning Estate Strategies Wealth Transfer
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Frequently Asked Questions about Seana Read
Seana Read currently works for Cross Coastal Advisors.
Seana Read's role at Cross Coastal Advisors is Executive Assistant.
Seana Read's email address is ***@crosscoastaladvisors.com. To view Seana Read's full email address, please signup to ConnectPlex.
Seana Read works in the Financial Services industry.
Seana Read's colleagues at Cross Coastal Advisors are Robert Bourque, James Masur, John Di Ruggiero, Victoria Bravo, Michael Muccio, Kerri Casey and others.
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